Please turn JavaScript on
The Show - The Retirement Answer Man® icon

The Show - The Retirement Answer Man®

Click on the "Follow" button below and you'll get the latest news from The Show - The Retirement Answer Man® via email, mobile or you can read them on your personal news page on this site.

You can unsubscribe anytime you want easily.

You can also choose the topics or keywords that you're interested in, so you receive only what you want.

The Show - The Retirement Answer Man® title: The Retirement Answer Man®

Is this your feed? Claim it!

Publisher:  Unclaimed!
Message frequency:  0.14 / day

Message History

💬 Show Notes

This week Roger talks about one of the biggest challenges retirees face today: information overload. He explains why more information doesn't always lead to better decisions and why building a great retirement starts with focusing on what matters most to you. In the Retirement Toolkit, Roger unpacks stepped-up cost basis, covering how it works,...


Read full story

💬 Show Notes

This week Roger explores the idea of "digging where your feet are" and how focusing on what you can do today can reduce anxiety about the future and regret about the past. In the Retirement Toolkit, he explains the basics of Required Minimum Distributions (RMDs), including when they begin, which accounts they affect, how they're calculated, and...


Read full story

💬 Show Notes

This week Roger breaks down IRMAA Medicare surcharges and why retirees should understand them without letting them dominate retirement planning decisions. He explains how the income thresholds work, common planning mistakes to avoid, and what happens if you cross into a higher premium bracket. Listener questions cover gifting strategies with adult ...


Read full story
Read the Transcript

💬 Show Notes

This week, a simple quote about wasting time sparks a deeper conversation about why retirement isn't meant to be endlessly optimized. In the Retirement Toolbox, we compare m...


Read full story